Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 31,387 shares of SCHV stock, worth $909,909. This represents 0.07% of its overall portfolio holdings.

Number of Shares
31,387
Previous 31,462 0.24%
Holding current value
$909,909
Previous $870,000 4.94%
% of portfolio
0.07%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$27.61 - $29.15 $2,070 - $2,186
-75 Reduced 0.24%
31,387 $913,000
Q2 2025

Jul 16, 2025
SELL
$23.55 - $27.67 $4,992 - $5,866
-212 Reduced 0.67%
31,462 $870,000
Q1 2025

May 12, 2025
SELL
$25.77 - $27.6 $48,164 - $51,584
-1,869 Reduced 5.57%
31,674 $841,000
Q4 2024

Jan 17, 2025
BUY
$25.79 - $80.4 $575,323 - $1.79 Million
22,308 Added 198.56%
33,543 $874,000
Q3 2024

Oct 09, 2024
SELL
$73.43 - $80.37 $119,911 - $131,244
-1,633 Reduced 12.69%
11,235 $902,000
Q2 2024

Jul 24, 2024
SELL
$71.74 - $75.86 $35,798 - $37,854
-499 Reduced 3.73%
12,868 $953,000
Q1 2024

May 10, 2024
SELL
$68.82 - $75.98 $140,392 - $154,999
-2,040 Reduced 13.24%
13,367 $1.02 Million
Q4 2023

Jan 31, 2024
SELL
$61.16 - $70.24 $418,701 - $480,863
-6,846 Reduced 30.76%
15,407 $1.08 Million
Q3 2023

Nov 01, 2023
SELL
$64.45 - $69.39 $87,523 - $94,231
-1,358 Reduced 5.75%
22,253 $1.43 Million
Q2 2023

Aug 02, 2023
SELL
$63.33 - $67.21 $286,884 - $304,461
-4,530 Reduced 16.1%
23,611 $1.58 Million
Q1 2023

May 08, 2023
SELL
$62.59 - $69.3 $97,828 - $108,315
-1,563 Reduced 5.26%
28,141 $1.85 Million
Q4 2022

Jan 25, 2023
BUY
$59.13 - $69.24 $1.76 Million - $2.06 Million
29,704 New
29,704 $0

Others Institutions Holding SCHV

# of Institutions
975
Shares Held
358M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email